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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Derek Coffren

Before becoming a financial advisor, I was a small business owner in North and South Carolina. I owned and operated a franchise of salons. As an entrepreneur I found success running my own businesses in the Charlotte area for close to 12 years. Running an organization has taught me to be fiscally conservative not only in business but personally as well.

Over the years I started noticing friends and family making personal financial choices that didn’t seem to be in their best interest. Often times these financial decisions were made with the guidance of a financial professional. The more I researched the more I noticed certain common financial industry practices that seemed to be counter-productive to a successful financial plan. I found Dave Ramsey and felt an immediate connection. I have been educating people on his teachings ever since. I truly believe that every family has a chance at financial success with the proper game-plan. All families no matter what their current situation, could benefit from the guidance and teachings of Dave.

My two daughters and my wife are my world. Our hobbies are Jiu Jitsu, Softball, horseback riding, traveling around the country and family time. I wouldn’t trade it for the world! We have a great time in our household, our family loves to joke, laugh, watch cartoons and entertain great friends with great food.

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More About Derek:

  • Fort Mill, SC and Mooresville, NC
  • National Smartvestor
  • Local Smartvestor Pro (Since 2016)
  • FPU Coordinator
  • Series 6, 63, 65
  • CPFA (Certified Plan Fiduciary Advisor)
  • B.S. Accounting
  • Jiu Jitsu
  • Riding Horses
  • Attending Horse Races

Locations Served


  • 704-557-2491

State Licenses

Affiliated with all 50 states